Job Description:
About us*
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Global Business Services
Global Business Services delivers Technology and Operations capabilities to Lines of Business and Staff Support Functions of Bank of America through a centrally managed, globally integrated delivery model and globally resilient operations.
Global Business Services is recognized for flawless execution, sound risk management, operational resiliency, operational excellence and innovation.
In India, we are present in five locations and operate as BA Continuum India Private Limited (BACI), a non-banking subsidiary of Bank of America Corporation and the operating company for India operations of Global Business Services.
Process Overview*
Global Finance was set up in 2007 as a part of the CFO Global Delivery strategy to provide offshore delivery to Line of Business and Enterprise Finance functions. The capabilities hosted include Accounts Payable, General Accounting & Reconciliations, Management Reporting & Analysis, Research & Analytics, Financial Transaction Processing, Finance Systems Support & Regulatory reporting. Over the years, the scope of Global Finance has been expanded to include operations for other enterprise control functions like Human Resources and Risk and Compliance.
CFO Change Automation team, which is part of CFO COO group in involved in various analytics, automation and reporting & governance needs that helps the CFO group analyze and address key challenges & provide relevant solutions using ET or any other relevant technologies. The team provides deep dive analysis by deploying analytics and data mining tools like SQL, Alteryx, Tableau, Workiva etc. as well as is involved in setting up automated solutions for complex BAU processes.
Job Description*
CFO Change Automation team aims in driving opportunity assessment, prioritization, and process automation & governance across all verticals of CFO.
In support of CFO Change objectives this position will be responsible for managing the end to end delivery of complex initiatives from a functional leader perspective. His expertise will be to bridge the gap between business needs & designing technical solutions coupled with his efficiency in ET.
This person will be responsible for assisting business teams to expedite implementation of automated solutions through collaboration with other CFO and Enterprise Architecture teams to provide a consistent and governed approach in accordance with data management and tech strategy models. This person would serve in an execution role to support business with new and emerging tools used in process optimization efforts and driving Operational Excellence.
This initiative execution/ business integration role will require the individual to lead, manage, and deliver on the end to end scope of Automation initiatives. This individual will get significant exposure to senior stakeholders across CFO through leading initiative routines to communicate project progress, governance, new opportunities and key decisions.
Responsibilities*
- Lead the end-to-end design and delivery of intelligent agents using Microsoft Copilot Studio, including workflow orchestration, system integrations, and scalable automation use cases.
- Design and manage end-to-end automation workflows, ensuring scalability, stability, and measurable business impact.
- Partner with business and technology stakeholders to translate functional requirements into AI-driven agent solutions, ensuring alignment with enterprise architecture, governance, and control standards.
- Stay updated with evolving AI and automation toolsets, enabling scalable and practical AI-powered workflows
- Lead development of solutions on low-code/no-code platforms (e.g., Alteryx, Tableau, automation tools, workflow engines)
- Effectively manage the end to end delivery of their Automation projects / initiatives
- The role will require skills required to deliver a complex and multi-faceted project end-to-end
- Strong knowledge in data warehousing concepts. Good understanding of RPA (UiPath), Alteryx, Tableau, Workiva, VB, SQL, Data Modeling and other newly upcoming technologies.
Requirements*
Education*
Bachelor’s degree (preferably in Computer Science, Data Science etc)
Certifications If Any
Technical certifications in Microsoft Copilot M365, Studio, RPA tools like UiPath, Alteryx Advanced and Tableau preferred
Experience Range*
7-10 years
Foundational skills*
- Practical experience with generative AI tools (e.g., Microsoft 365 Copilot), including the ability to frame effective prompts and apply AI outputs for accurate, relevant, and reusable business deliverables
- Strong analytical judgment and risk awareness, with experience using AI for data analysis and executive ready insights (e.g., variance, trends), while ensuring appropriate controls, validation, and human review of automated outputs
- Strong hands-on experience with UiPath Studio for designing, developing, and testing automation solutions aligned to business processes
- Hands-on expertise in developing and deploying agents in Microsoft Copilot Studio, including prompt design, conversation flows, and API/connectivity integration
- Strong understanding of agent-based architectures and intelligent automation frameworks, with the ability to deliver reliable, scalable, and production-ready solutions
- Must have intermediate to advanced knowledge of tools such as Alteryx and Tableau, UiPath, Workiva, Power pivot, Visual Basic, SQL and others and have at least 7-9 years of relevant experience in analytics, automation and reporting
- Ability to work in a fast-paced, dynamic environment is critical
- Must have good project management and communications skills
- Experience of managing multiple projects concurrently with tight and changing deadlines
- Good documentation skills to capture test results and report them to onshore process team
- Good analytical skills and ability identify/raise questions
- Ability to lead/facilitate discussions across various levels of stakeholders/support partners
Desired skills
- Leverage cutting-edge capabilities such as Copilot (M365, Chat, GitHub), Prompt Engineering to drive intelligent automation outcomes, with a strong focus on Responsible AI and ethical adoption.
- Exposure to advanced AI tools with a focus on responsible AI adoption, governance, and enterprise-scale deployment.
- Excellent understanding with other programming languages such as SQL, Python and VBA will be strongly preferred
- Strong collaboration and relationship management skills to drive change
- Prior experience with either of self-service tools such as Alteryx and Tableau, UiPath (RPA), Power pivot, Workiva and others
- Proven ability to work with system tools in complex environments and good understanding of business
Work Timings*
Flexible between 11:30 am to 8:30 pm or 12:30 pm to 9:30 pm
Job Location*
Mumbai/Gurugram
